+476.3%
ONTO vs MDY
+104.1%
+372.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.1% | -2.8% | -2.7% |
| 7D | +17.5% | +2.3% | +15.2% | +14.1% |
| 30D | -15.7% | +2.0% | -17.7% | -17.0% |
| 3M | -39.7% | -5.6% | -34.1% | -33.0% |
| 6M | -26.5% | +1.3% | -27.8% | -24.4% |
| YTD | +29.0% | +12.3% | +16.7% | +16.8% |
| 1Y | +57.0% | +15.8% | +41.2% | +36.3% |
| 3Y | +50.0% | +56.5% | -6.5% | -7.3% |
| 5Y | +127.3% | +35.1% | +92.1% | +75.5% |
| All | +476.3% | +104.1% | +372.2% | +192.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded MDY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling